Paul McCauley

Dan Niles, founder of Niles Investment Management and tech investing expert, shares his surprising market outlook and top picks, urging investors to ride the current bullish wave. Paul McCulley, former PIMCO economist, discusses how delays in government data could ease Fed pressure for rate cuts, while also examining the uneven impacts of monetary policy in the K-shaped economy. Additionally, insights into Tesla's record deliveries and Berkshire Hathaway's large acquisition provide listeners with a glimpse of the shifting economic landscape.